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Oct 31, 2012
10/12
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they've been growing in excess of 15% to 20% a year, and in latin america where they've been growing in excess of 30%, this really gives us a leg up in geographic areas where we didn't have operating platforms. so you combine that with our $1.5 billion platform in europe and our $4 billion platform in north america, it really gives us a leg up on most of the other apparel. >> we have steve tanger on. tanger factory outlet today. great partner of the calvin klein brand. you're going to keep that strategy, right? >> oh, absolutely continue to grow that business. we see ourselves with the jeans and underwear business in north america really being able to enhance that business. warnaco is a large company, but about $800 million in sales in north america. us with about four billion. clearly gives scale and leverage to the calvin klein jeans and underwear business. >> i would have thought that you would have had no interest in speedo, but totally wrong. you're going to blow it out, aren't you? >> well look, we love brands. we love strong brands that really have a niche in the market. speed
they've been growing in excess of 15% to 20% a year, and in latin america where they've been growing in excess of 30%, this really gives us a leg up in geographic areas where we didn't have operating platforms. so you combine that with our $1.5 billion platform in europe and our $4 billion platform in north america, it really gives us a leg up on most of the other apparel. >> we have steve tanger on. tanger factory outlet today. great partner of the calvin klein brand. you're going to...
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Oct 31, 2012
10/12
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america. my job is not just to help you, but to entertain you. we have this once in a life time two-day pause in trading thanks to our unwelcome guest, sandy. and this miserable nation pounding hurricane has stymied my ability to talk about the market, because alas we didn't have one. that doesn't mean we can't use this break in the action to refocus and try to make some money. for me, it is right smack in the middle of earning's season. i've been able to read twice as many conference calls. and then draw some mid season conclusion that can give us a sense of what awaits us in the final months of 2012. the report is so stark that we have to go over them right now before it starts up again tomorrow. first, our company has spent years and years and years trying to distance themselves from what seemed to be the no growth usa market. the unified currency opened up the market that was right for us expansion. second, they took part in a tiny land grab that has provided earnings for several years now
america. my job is not just to help you, but to entertain you. we have this once in a life time two-day pause in trading thanks to our unwelcome guest, sandy. and this miserable nation pounding hurricane has stymied my ability to talk about the market, because alas we didn't have one. that doesn't mean we can't use this break in the action to refocus and try to make some money. for me, it is right smack in the middle of earning's season. i've been able to read twice as many conference calls....
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Oct 27, 2012
10/12
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america. the down side quantified from europe. and now the down side from south america. and the stock, does have a chance to break out above let's say 11 over the course between here and the end of the year. sirius also reports on tuesday. are they done now? are they going to steal it and can't upside? will this be mel's last conference call? mel is headed into the sunset, after being told are you nothing special. come on the show, mel, let's talk. i don't want to buy it, not without mel. wednesday morning, we get clorox. the ceo, the pattern, run up in the quarter and a sell-off, disappointing slow growth results. will it be the same this time? i think it will. take profits on these days, and if you aren't concerned about short-term tax considerations, buy clorox on wednesday when everyone else kicks it out. then there is excelon and i wouldn't normally listen to a utility. hey, it's fine. not so much too learn. this one is huge. this is the commonwealth. and only a 6% yield. much higher tha
america. the down side quantified from europe. and now the down side from south america. and the stock, does have a chance to break out above let's say 11 over the course between here and the end of the year. sirius also reports on tuesday. are they done now? are they going to steal it and can't upside? will this be mel's last conference call? mel is headed into the sunset, after being told are you nothing special. come on the show, mel, let's talk. i don't want to buy it, not without mel....
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Oct 17, 2012
10/12
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america, europe, and gm, but in this country? wow, they say go with the boom, the numbers say go with the boom, call me a numbers guy. we hear all about how the trading partners are struggling, you know asia is not as strong as it was. what matters is the trajectory, we know that the housing has gotten better, the oil bonanza has caused a huge amount of oil infrastructure demand. again, we have got to find it out with boots on the ground in ohio later this week, the biggest oil discovery perhaps in years. we see the orders for the aerospace companies. they had definitely been hit back in august, no doubt about that. however, the new numbers tell you that the play button has now been pressed. and this tells we're no longer on mute, take me off mute, why are those numbers so hard to see? it is an election year, we have an incumbent president who is so reluctant to talk about how strong the data is, because we have high unemployment. i can't blame the guy, president says people are spending like mad. but it is only the rich that are
america, europe, and gm, but in this country? wow, they say go with the boom, the numbers say go with the boom, call me a numbers guy. we hear all about how the trading partners are struggling, you know asia is not as strong as it was. what matters is the trajectory, we know that the housing has gotten better, the oil bonanza has caused a huge amount of oil infrastructure demand. again, we have got to find it out with boots on the ground in ohio later this week, the biggest oil discovery...
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Oct 11, 2012
10/12
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this is the number one international spirits company in latin america and africa. by 2015 they should make up more than 50% of sales. this is the alcohol stock to own. up 30% this year. rallies more before 2012 is over. this is a master of branding. it owns 7 of the top 20 global liquor brands. each product category it has a spectrum of products, shelf space grabbers running from good to better to best. think about johnny walker. don't want to spend much? buy red. even though it sits at the only intersection between diageo and sherwin-williams because it goes down like paint thinner. [ rim shot ] >> 67-year-old man running on set. or pay more for johnny walker black which my staff didn't get because they switched right to gold. black is my drink of choice. when i'm not sipping cheap scotch on my dirty linoleum floor or you can pay for the nose for blue which is over priced versus my favorite lagavulin. they are getting off the linoleum floor. it has the highest yield and most sustainable groountd it's the cheapest. 10% long-material growth rate. lower valuation tha
this is the number one international spirits company in latin america and africa. by 2015 they should make up more than 50% of sales. this is the alcohol stock to own. up 30% this year. rallies more before 2012 is over. this is a master of branding. it owns 7 of the top 20 global liquor brands. each product category it has a spectrum of products, shelf space grabbers running from good to better to best. think about johnny walker. don't want to spend much? buy red. even though it sits at the...
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Oct 2, 2012
10/12
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so we're doing business with european customers in asia, with asian customers in latin america. it is all over the place. >> well, look, i think this is a great product portfolio. once again as i said at the top of the show if you think europe can come back, you can get up to more than 25% in europe. that would be really terrific. i want to thank you. this is a new name for us, ceo of prologis. a real grower with a good yield. "mad money" is back after the break. thank you so much. [ male announcer ] the 2013 smart comes with 8 airbags, a crash management system and the world's only tridion safety cell which can withstand over three and a half tons. small in size. big on safety. i've been a superintendent for 30 some years at many different park service units across the united states. the only time i've ever had a break is when i was on maternity leave. i have retired from doing this one thing that i loved. now, i'm going to be able to have the time to explore something different. it's like another chapter. with the blackish-blue frame and the white dots and the splattered p
so we're doing business with european customers in asia, with asian customers in latin america. it is all over the place. >> well, look, i think this is a great product portfolio. once again as i said at the top of the show if you think europe can come back, you can get up to more than 25% in europe. that would be really terrific. i want to thank you. this is a new name for us, ceo of prologis. a real grower with a good yield. "mad money" is back after the break. thank you so...
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Oct 2, 2012
10/12
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WBAL
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so we're doing business with european customers in asia, with asian customers in latin america. it is all over the place. >> well, look, i think this is a great product portfolio. once again as i said at the top of the show if you think europe can come back, you can get up to more than 25% in europe. that would be terrific. i want to thank you, hamdi. this is a new name for us, a ceo of prologis. a real grower with a good yield. "mad money" is back after the break. thank you so much. ndy city of c. people here sure are friendly but some have had a hard time understanding my accent. so to make sure people get every word of the geico savings message i've been practicing how to talk like a true chicagoan. switching to geico could save you hundreds of dollars on car insurance... da bears. haha... you people sure do talk funny. geico®. fifteen minutes could save you fifteen percent or more on car insurance. and one wedding, 2 kids, 43 bottles of olay total effects many birthdays later, still looks amazing. thanks to the trusted performance of olay. but i still have a runny nose. [ m
so we're doing business with european customers in asia, with asian customers in latin america. it is all over the place. >> well, look, i think this is a great product portfolio. once again as i said at the top of the show if you think europe can come back, you can get up to more than 25% in europe. that would be terrific. i want to thank you, hamdi. this is a new name for us, a ceo of prologis. a real grower with a good yield. "mad money" is back after the break. thank you so...
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Oct 25, 2012
10/12
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i don't like ford latin america, don't like ford europe, they have to retrench in europe if they're going to do anything good. i'm neutral, but doug kass says buy. tom in delaware, tom? >> caller: hey, jim, big boo-yah from little delaware. >> delaware, i love. a lot of friends there, what's going on? >> caller: jim, i watch the show almost every night, 6:00 and 11:00, sometimes record it. i've learned a lot from you. >> thank you. >> caller: this stock costco has me bamboozled, the stock goes up, i bought it, tanked immediately. what's up? or should i say what's down with costco? >> can i say that's not an acceptable situation in this market? do you know that broadcom reported a beautiful quarter, got hammered, costco ran a great quarter then sold down, i told stephanie link from actionalertsplus.com, buy, buy, buy, we should be buying costco for the trust right here. and that, ladies and gentlemen, is the conclusion of the "lightning round." >> the "lightning round" is sponsored by td ameritrade. >>> coming up -- public health? nps pharmaceuticals got a shot in the arm after investors b
i don't like ford latin america, don't like ford europe, they have to retrench in europe if they're going to do anything good. i'm neutral, but doug kass says buy. tom in delaware, tom? >> caller: hey, jim, big boo-yah from little delaware. >> delaware, i love. a lot of friends there, what's going on? >> caller: jim, i watch the show almost every night, 6:00 and 11:00, sometimes record it. i've learned a lot from you. >> thank you. >> caller: this stock costco has...
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Oct 1, 2012
10/12
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so we're doing business with european customers in asia, with asian customers in latin america. it is all over the place. >> well, look, i think this is a great product portfolio. once again as i said at the top of the show if you think europe can come back, you can get up to more than 25% in europe. that would be terrific. i want to thank you, hamdi. this is a new name for us, a ceo of prologis. a real grower with a good yield. "mad money" is back after the break. thank you so much. [ male announcer ] at scottrade, you won't just find us online, you'll also find us in person, with dedicated support teams at over 500 branches nationwide. so when you call or visit, you can ask for a name you know. because personal service starts with a real person. [ rodger ] at scottrade, seven dollar trades are just the start. our support teams are nearby, ready to help. it's no wonder so many investors are saying... [ all ] i'm with scottrade. you.piano ]der so many investors are saying... we know you. we know you're not always on top of it. and how could you be? that often you just want... qu
so we're doing business with european customers in asia, with asian customers in latin america. it is all over the place. >> well, look, i think this is a great product portfolio. once again as i said at the top of the show if you think europe can come back, you can get up to more than 25% in europe. that would be terrific. i want to thank you, hamdi. this is a new name for us, a ceo of prologis. a real grower with a good yield. "mad money" is back after the break. thank you so...
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Oct 26, 2012
10/12
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WBAL
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eye 106
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colombia is a phenomenally growing market in latin america, which has really been driven by brazil. we like to be there, because our competitors aren't there. and so when we do acquisitions, i prefer to be where the others aren't, because i'm not in an auction mode, and we feel we can drive more value in those places. >> animal health is chronically underrated. people don't realize how much money is spent. you -- other companies have been divesting animal health divisions. you're becoming the foremost animal health division in the world. >> and there's two pieces to animal health. there's a piece which is pets. and that acts more like a consumer business. >> right. >> front line is our single business. >> everybody knows frontline. >> absolutely. and that is like a consumer business. >> right. >> nice, long assets. but the other part is the production animals. 7 billion people on the planet and they need to be fed, and animal health products improve productivity. so as middle income groups grow, they want to eat more protein, need more animals, and you need animals that are better c
colombia is a phenomenally growing market in latin america, which has really been driven by brazil. we like to be there, because our competitors aren't there. and so when we do acquisitions, i prefer to be where the others aren't, because i'm not in an auction mode, and we feel we can drive more value in those places. >> animal health is chronically underrated. people don't realize how much money is spent. you -- other companies have been divesting animal health divisions. you're becoming...
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Oct 23, 2012
10/12
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WBAL
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america posted solid double growth. the stock is giving a 32% return since they first recommended at the end of january, though they pulled back nicely today. so it could be giving us a solid entry point. let's first talk with scott wine, who was very bullish the last time he was on. what a good way to play it. he is the ceo of polaris. mr. wine, welcome back to "mad money." >> jim, thanks for having me back on the show. >> i got to tell you, scott, you're a man of your word. you did blow the numbers away. you also talked about the conference call on november 6. you said the presidential debate, the presidents, the actual election is going to greatly affect your company. we have this debate tonight. fill me in on what the difference would be between the candidates. >> well, quite simply, jim, our company relies on a strong economy. and we've been very fortunate the last three years to deliver very strong top and bottom line growth in what has been a fairly meager economy here in the united states. as we see the global e
america posted solid double growth. the stock is giving a 32% return since they first recommended at the end of january, though they pulled back nicely today. so it could be giving us a solid entry point. let's first talk with scott wine, who was very bullish the last time he was on. what a good way to play it. he is the ceo of polaris. mr. wine, welcome back to "mad money." >> jim, thanks for having me back on the show. >> i got to tell you, scott, you're a man of your...
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Oct 30, 2012
10/12
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south america profit open again not all that significant. contrast that news with the report. ♪ hallelujah >> u.s. based furniture maker makes bed springs that i'm sure at some point pondered going into europe or latin mesh. i'm sure a whipper snapper said we have to make it more in the bed spring market. guess what? the good old us of a made these guys important. not because the stocks are going down, this one will be a jumper when the market opens tomorrow. it has been two weeks since the markets open tomorrow. the mortgage business, us bank corp and i'm not banking away. wells far go. i think it may have dinged their profit margin. hiring people to meet that demand. how could housing be this strong in light of all of the markets since the economy got so weak? lower prices and lower taxes and of course super low mortgage rates. and then moving them into new houses where the jobs are. it doesn't hurt that they are putting money into them. they are starting to close with declining housing stocks. good news for household formati formations.
south america profit open again not all that significant. contrast that news with the report. ♪ hallelujah >> u.s. based furniture maker makes bed springs that i'm sure at some point pondered going into europe or latin mesh. i'm sure a whipper snapper said we have to make it more in the bed spring market. guess what? the good old us of a made these guys important. not because the stocks are going down, this one will be a jumper when the market opens tomorrow. it has been two weeks since...